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State Street SPDR S&P 400 Mid Cap Value ETF
MDYV

23 hedge funds and large institutions have $18.3M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2013 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

8% more capital invested

Capital invested by funds: $16.8M → $18.3M (+$1.43M)

0% more funds holding

Funds holding: 23 → 23 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

5.45% less ownership

Funds ownership: 53.81% → 48.36% (-5.5%)

Holders
23
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
7
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
EP Wealth Advisors
California
+$578K
2
CK
Carnick & Kubik
Colorado
+$229K
3
Morgan Stanley
Morgan Stanley
New York
+$49.8K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$43.9K
5
U
UBS
Switzerland
+$43.5K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$931K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$724K
3
PMG
ProVise Management Group
Florida
-$429K
4
SG Americas Securities
SG Americas Securities
New York
-$429K
5
VKH
Virtu KCG Holdings
New York
-$374K
Name Holding Trade Value Shares
Change 		Change in
Stake
VKH
26
Virtu KCG Holdings
New York
– -$374K -10,172 Closed
BRWA
27
B. Riley Wealth Advisors
Florida
– -$135K -3,678 Closed
1
2

MDYV Hedge Fund Activity: Q4 2013 in Review

23 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q4 2013, worth a combined $18.3M — up 8.5% from $16.8M a quarter earlier.

Fund positioning in MDYV was balanced in Q4 2013: 4 funds opened new positions, 4 closed out, 7 added to existing stakes and 6 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $578K. The largest seller was Susquehanna International Group, cutting an estimated $931K.

  • 23 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q4 2013, unchanged from Q3 2013.
  • Funds reported $18.3M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q4 2013, up 8.5% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q4 2013 and 4 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q4 2013 was EP Wealth Advisors, an estimated $578K added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q4 2013 was Susquehanna International Group, an estimated $931K sold.

Based on aggregated 13F filings for Q4 2013.